The Koalify plugin instantly checks for duplicates when contacts and companies are created or updated.
This helps you avoid the following situations:
Assigning new leads that already exist in HubSpot to another owner or Sales Rep.
Say goodbye to frustrated reps who believe that their high quality leads (multiple conversions) are stolen by their colleagues.
Confusing communication to existing customers or leads who converted again and were created as a duplicate.
Say goodbye to responses like “I am a customer already” after your marketing or sales outreaches.
Reports changing retro-actively because duplicates were only identified and merged late.
Say goodbye to going from “Yay, we have just reached our targets” to “No, we just missed our target"
Sounds familiar? Get in touch!